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The DefenseTech Stack

The complete tracker for defense technology companies — autonomous systems, AI-powered weapons, drone warfare, and national security tech.

45
Companies Tracked
$49B
Total Funding Raised
23
Pre-IPO Companies
2
S-1 Filed
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Top DefenseTech Companies
Ranked by valuation — 45 companies tracked
1
SpaceX S-1 Filed

Aerospace manufacturer and space transportation company pursuing the largest IPO in history — targeting a $75B raise at a $1.75T valuation following the xAI merger in February 2026.

Valuation: $1.75T Raised: $11.9B Pre-IPO
2
Anduril Industries Pre-IPO

Anduril Industries builds autonomous defense systems for the US military. $60B valuation, $4.6B raised. Track IPO readiness score and funding timeline.

Valuation: $60B Raised: $4.6B Series G
3
CrowdStrike public

Cloud-native endpoint security and threat intelligence platform.

Valuation: $73B Raised: $481M Public
4
Shield AI Pre-IPO

Defense AI company building autonomous pilot technology for military aircraft.

Valuation: $12.7B Raised: $573M Series D+
5
Saronic Pre-IPO

AI-powered autonomous surface vessels for the U.S. Navy and allies, scaling shipbuilding capacity for modern maritime defense.

Valuation: $9.25B Raised: $2.58B Series E
6
Wiz Pre-IPO

Cloud security platform offering agentless visibility across multi-cloud environments.

Valuation: $12B Raised: $1.9B Series D+
7
Lacework private

AI-driven cloud security platform providing anomaly detection and threat hunting.

Valuation: $8.3B (peak) Raised: $1.9B Acquired
8
Netskope Pre-IPO

Cloud security platform providing Zero Trust Network Access and data protection for modern enterprises.

Valuation: $7.5B Raised: $1.5B Series D+
9
Snyk Pre-IPO

Developer-first security platform for finding and fixing vulnerabilities in code.

Valuation: $7.4B Raised: $2.6B Series D+
10
Rubrik public

Cloud data security company providing backup, ransomware recovery, and data observability.

Valuation: $7B Raised: $553M Recent IPO
11
Joby Aviation public

Electric air taxi company developing the first commercial eVTOL aircraft.

Valuation: $5.5B Raised: $1.6B Public
12
Arctic Wolf Pre-IPO

Security operations company offering 24/7 managed detection and response as a service.

Valuation: $4.3B Raised: $900M Series D+
13
Relativity Space Pre-IPO

Aerospace company 3D-printing rocket engines and launch vehicles.

Valuation: $4.2B Raised: $1.3B Series D+
14
Rocket Lab public

End-to-end space company providing dedicated small satellite launches.

Valuation: $3.5B Raised: $288M Public
15
Firefly Aerospace private

Commercial launch vehicle company developing the Alpha rocket for small satellite launches to low Earth orbit.

Valuation: $2B Raised: $400M Series D+
16
Illumio Pre-IPO

Zero trust segmentation company preventing breach propagation across cloud and data centers.

Valuation: $2.75B Raised: $1.24B Series D+
17
Axonius Pre-IPO

Cyber asset management platform giving security teams visibility and control over all devices and software.

Valuation: $2.6B Raised: $600M Series D+
18
Vanta Pre-IPO

Automated security compliance platform for SOC 2, ISO 27001, HIPAA, and other frameworks.

Valuation: $2.45B Raised: $353M Series C
19
Skydio Pre-IPO

American autonomous drone manufacturer for defense, public safety, and enterprise use.

Valuation: $2.2B Raised: $740M Series D+
20
Astra public

Small satellite launch vehicle developer focused on frequent, dedicated orbital missions at low cost.

Valuation: $2.1B Raised: $500M Public
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Sector Pipeline
Company count by funding stage
Series A
2
Series B
7
Series C
7
Series E
2
Pre-IPO
2
Series D+
11
Public
5
series_c
3
Acquired
2
series_b
2
Series G
1
Recent IPO
1
💰
Recent Funding Rounds
Latest deals in the DefenseTech sector
Hermeus
Series C · Apr 2026
$350M
Led by Khosla Ventures
Linx Security
Series B · Apr 2026
$50M
Led by Insight Partners
Saronic
Series D · Mar 2026
$1.75B
Led by Kleiner Perkins
Shield AI
Series G · Mar 2026
$2B
Led by Advent International, JPMorgan Chase Strategic Investment Group
Cloaked
Series B · Mar 2026
$375M
Led by General Catalyst, Liberty City Ventures
XBow
Series C · Mar 2026
$120M
Led by DFJ Growth, Northzone
Oasis Security
Series B · Mar 2026
$120M
Led by Craft Ventures, Cyberstarts
Overland AI
Series B · Feb 2026
$100M
Led by 8VC
Ursa Major
Series E · Nov 2025
$100M
Led by Eclipse
Vulcan Elements
Government Loan (DoD OSC) · Nov 2025
$620M
Led by Pentagon Office of Strategic Capital
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Sector Themes
Key narratives driving the DefenseTech sector in 2026
1

Autonomous weapons systems replacing manned platforms

2

AI-powered decision making in contested environments

3

Drone swarm warfare enabling asymmetric deterrence

4

Space-based ISR feeding battlefield AI data pipelines

5

Cybersecurity as warfighting domain — zero-day economics

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